Define Multiple Service workflow process in Sage CRM

By | June 30, 2020

As we know Sage CRM is mostly used because it’s get customize in many ways as per the user requirements. Also in the administration section of Sage CRM there are many settings and options using that user can achieve multiple things without new customization. So in this blog we can see some tricks about workflows for the Case entity. It can be applicable for all the entities.

New Stuff:Display Selection field value as an Icon using Client Side API

In Service industries there are multiple process. In our blog we will see how we can configure Replacement and Refund process via workflow using common entity cases.

Lets modify our case workflow. The first thing you have to do is create two primary rules.

  1. Replace Product
  2. Initiate Refund
Primary Rule
Primary Rule

Once done you can add you transaction rules based on the process that you would like users to process. Refer the below image for the process example.

Designing Workflow
Designing Workflow

Now activate the workflow and click on New record creation (+) icon on main menu as displayed below. You should now see there are two Service cases that you can now create.

Service Cases
Service Cases

Just click the relevant service case that you need to create in Sage CRM. User should now see the related transaction rules configured for the case. Hope this information helps.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service SignatureSage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at We will be glad to assist you.